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Stewardship Financial Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Stewardship Financial Advisors’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$2.98M Buy
80,756
+619
+0.8% +$22.4K 1.03% 14
2020
Q4 		$2.72M Sell
80,137
-116,532
-59% -$3.7M 0.99% 16
2020
Q3 		$5.75M Buy
196,669
+11,725
+6% +$350K 2.38% 11
2020
Q2 		$5.36M Buy
184,944
+49,185
+36% +$1.37M 2.36% 11
2020
Q1 		$3.51M Buy
+135,759
New +$4.45M 1.79% 12

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

Stewardship Financial Advisors's SMMV Position: Q1 2021 in Review

Stewardship Financial Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.77% in Q1 2021, buying an estimated $22.4K and bringing the position to 80,756 shares worth $2.98M. The position accounts for 1.03% of the portfolio, ranked #14.

Stewardship Financial Advisors first reported a position in SMMV in Q1 2020 and has held it in 5 quarters since. The position peaked at $5.75M in Q3 2020. 115 funds tracked by Wall St. Rank hold SMMV as of Q1 2021.

  • Stewardship Financial Advisors held 80,756 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2.98M as of Q1 2021.
  • Stewardship Financial Advisors bought 619 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2021, an estimated $22.4K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 1.03% of Stewardship Financial Advisors's portfolio in Q1 2021, its #14 holding.
  • Stewardship Financial Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and has held it in 5 quarters since.
  • Stewardship Financial Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5.75M in Q3 2020.
  • 115 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.